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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,034 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $34,676 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 | Contract Administrator | $5,276 |
ACTUARIAL BENEFITS CORP9+ years Service code 13 · EIN 20-1054428 | Contract Administrator | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,198 | $53,345+42.8% | $121,098-37.1% | $74,419+2.4% |
| Participation rate | 63.1% | 60.0%+3.1pp | 69.5%-6.4pp | 70.7%-7.7pp |
| Annual return | 15.57% | 35.15%-19.6pp | 985.75%-970.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,083 | $1,898-42.9% | $4,164-74.0% | $2,637-58.9% |
| Participant deferral / active EE | $3,550 | $3,221+10.2% | $4,080-13.0% | $4,528-21.6% |
| Admin fee / account holder | $509 | $382+33.2% | $5,644-91.0% | $348+46.2% |